Helios Technologies (HLIO) director granted 686 Restricted Stock Units

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.

HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 686 Restricted Stock Units on March 19, 2026. Each RSU represents the right to receive one share of common stock after vesting, with vesting scheduled for March 19, 2027. After this compensation grant, Britt’s reported derivative holdings from this award total 686 RSUs.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Britt Douglas

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	686	$0.00	--

Holdings After Transaction: Restricted Stock Units — 686 shares (Direct)

Footnotes (1)

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Form 4 Insider Transactions: What Each Field Means →

03/23/2026 - 04:09 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Britt Douglas

(Last)

(First)

(Middle)

C/O HELIOS TECHNOLOGIES, INC.

7456 16TH ST E

(Street)

SARASOTA

FLORIDA

34243

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
HELIOS TECHNOLOGIES, INC. [ HLIO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/19/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽¹⁾	03/19/2026		A		686		03/19/2027	⁽¹⁾	Common Stock	686	$0	686	D

Explanation of Responses:

1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

	/s/ Marc Greenberg, Attorney-in-Fact for Douglas Britt	03/23/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did HELIOS TECHNOLOGIES (HLIO) report for Douglas Britt?

HELIOS TECHNOLOGIES reported that director Douglas Britt received a grant of 686 Restricted Stock Units on March 19, 2026. These units are a form of equity compensation, not an open-market purchase or sale of existing common shares.

How many Restricted Stock Units did Douglas Britt receive at HELIOS TECHNOLOGIES (HLIO)?

Douglas Britt received 686 Restricted Stock Units. Each RSU represents a right to receive one share of HELIOS TECHNOLOGIES common stock following vesting, providing equity-based compensation rather than immediate ownership of common shares on the grant date.

When do Douglas Britt’s HELIOS TECHNOLOGIES (HLIO) RSUs vest?

The 686 Restricted Stock Units granted to Douglas Britt are scheduled to vest on March 19, 2027. Once vested, each RSU converts into one share of HELIOS TECHNOLOGIES common stock with no stated expiration after vesting.

Is Douglas Britt’s HELIOS TECHNOLOGIES (HLIO) RSU grant an open-market stock purchase?

No, the RSU grant is not an open-market purchase. It is a compensation-related award of 686 Restricted Stock Units that will settle into HELIOS TECHNOLOGIES common shares after vesting, rather than a cash transaction in the market.

How many HELIOS TECHNOLOGIES (HLIO) RSUs does Douglas Britt hold after this transaction?

After this grant, Douglas Britt’s reported derivative holdings from this award total 686 Restricted Stock Units. These RSUs entitle him to receive an equal number of HELIOS TECHNOLOGIES common shares once the vesting conditions are satisfied.